9月26日，德马科技跌5.35%，截至发稿，报23.01元/股，成交2.67亿元，换手率4.41%，总市值60.69亿 元。德马科技股价已经连续3天下跌，区间累计跌幅7.78%。 责任编辑：小浪快报 资料显示，德马科技集团股份有限公司位于浙江省湖州市埭溪镇上强工业区，成立日期2001年4月29 日，上市日期2020年6月2日，公司主营业务涉及智能物流系统、关键设备及其核心部件的研发、设计、 制造、销售和服务。主营业务收入构成为：物流输送分拣核心部件67.85%，智能自动化物流输送分拣 系统及其关键设备30.86%，售后及其他0.89%，其他业务0.40%。 从基金十大重仓股角度 数据显示，申万菱信基金旗下1只基金重仓德马科技。申万菱信乐成混合A（017063）二季度持有股数 19.75万股，占基金净值比例为3.15%，位居第十大重仓股。根据测算，今日浮亏损失约25.68万元。连 续3天下跌期间浮亏损失40.5万元。 申万菱信乐成混合A（017063）成立日期2023年3月23日，最新规模9381.33万。今年以来收益45.75%， 同类排名1527/8171；近一年收益46.17%，同类排名3304/8004 ...

人民财讯9月25日电，据智元机器人消息，9月10日—12日，2025日本国际物流综合展(LTTEXPO)在日 本举办。智元机器人携核心产品精灵G1，与战略合作伙伴德马科技联合参展，现场呈现基于真实数据 驱动的具身智能机器人物流作业场景。 展会现场，智元精灵G1与德马科技飞梭智能分拣机器人形成深度协同，全程无人工干预即可完成全自 动供包与包裹二次分拣。该解决方案可灵活应对物流场景中"快速行走、高效搬运、精准供包"等复杂任 务。 ...

资料显示，德马科技集团股份有限公司位于浙江省湖州市埭溪镇上强工业区，成立日期2001年4月29 日，上市日期2020年6月2日，公司主营业务涉及智能物流系统、关键设备及其核心部件的研发、设计、 制造、销售和服务。主营业务收入构成为：物流输送分拣核心部件67.85%，智能自动化物流输送分拣 系统及其关键设备30.86%，售后及其他0.89%，其他业务0.40%。 9月25日，德马科技盘中下跌2.01%，截至13:54，报24.35元/股，成交1.93亿元，换手率3.09%，总市值 64.22亿元。 资金流向方面，主力资金净流入644.56万元，特大单买入748.49万元，占比3.87%，卖出890.39万元，占 比4.61%；大单买入4876.97万元，占比25.25%，卖出4090.52万元，占比21.17%。 德马科技今年以来股价涨84.97%，近5个交易日涨7.55%，近20日涨11.49%，近60日涨28.36%。 截至6月30日，德马科技股东户数1.08万，较上期增加23.41%；人均流通股22637股，较上期增加 13.44%。2025年1月-6月，德马科技实现营业收入7.80亿元，同比增长12.3 ...

Group 1 - Wanma Co., Ltd. and Dayang Electric both hit the daily limit up, indicating strong market performance [1] - Lihexing and Dema Technology saw increases of over 10%, reflecting positive investor sentiment [1] - Other companies such as World, Xiangxin Technology, and Fulian Precision also experienced significant gains, contributing to a bullish trend in the market [1]

公司发布的半年报数据显示，上半年公司共实现营业收入7.80亿元，同比增长12.36%，实现净利润 8205.54万元，同比下降3.31%，基本每股收益为0.3100元，加权平均净资产收益率5.77%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报•数据宝统计显示，德马科技所属的机械设备行业，目前整体涨幅为0.46%，行业内，目前股价 上涨的有287只，涨停的有科瑞技术、华丰股份等6只。股价下跌的有294只，跌幅居前的有南方路机、 迅安科技、铁拓机械等，跌幅分别为9.71%、6.42%、6.25%。 两融数据显示，该股最新（9月19日）两融余额为2.55亿元，其中，融资余额为2.55亿元，近10日增加 3298.37万元，环比增长14.86%。 （原标题：德马科技盘中创历史新高） 德马科技股价创出历史新高，截至11:05，该股上涨14.69%，股价报27.24元，成交量1999.00万股，成交 金额5.09亿元，换手率7.92%，该股最新A股总市值达71.84亿元，该股A股流通市值68.72亿元。 ...

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Demar Technology, including stock price movements and trading volume [1][2] - As of September 17, Demar Technology's stock price increased by 2.15% to 23.75 CNY per share, with a total market capitalization of 6.264 billion CNY [1] - The company has seen an 80.42% increase in stock price year-to-date, with a slight decline of 1.17% over the last five trading days [1] Group 2 - For the first half of 2025, Demar Technology reported a revenue of 780 million CNY, reflecting a year-on-year growth of 12.36%, while net profit attributable to shareholders decreased by 3.31% to 82.055 million CNY [2] - The company has distributed a total of 140 million CNY in dividends since its A-share listing, with 86.7457 million CNY distributed over the past three years [3] - As of June 30, the number of shareholders increased by 23.41% to 10,800, with an average of 22,637 circulating shares per shareholder, up by 13.44% [2]

Investment Rating - The report maintains a "Recommended" investment rating for the mechanical industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [6]. Core Insights - The low-altitude economy is showing steady growth, with significant policy support from various government departments, which is expected to create substantial market opportunities [3][4]. - The mechanical equipment sector is anticipated to maintain a steady growth trajectory, bolstered by strong competitive advantages of domestic leading enterprises in both supply and demand [3][4]. Weekly Market Review - From September 7 to September 12, 2025, the Shanghai Composite Index rose by 1.52%, while the ShenZhen Component Index and the ChiNext Index increased by 2.65% and 2.10%, respectively. The Shenwan Mechanical Equipment Index outperformed with a rise of 3.52%, ranking 7th among 31 Shenwan first-level industries [2][11]. - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 2.90%, 3.13%, and 7.09%, respectively [2][11]. Key Sector Tracking - The low-altitude economy sector is being propelled by new policies aimed at integrating low-altitude transportation with AI and energy sectors, indicating a significant potential for industrial upgrades and market expansion [3]. - The mechanical equipment sector is witnessing domestic companies like Zoomlion actively expanding into overseas markets, exemplified by the successful delivery of a crane to Slovakia [3]. Investment Recommendations - For the low-altitude economy, recommended companies include ShenChengJiao, SuJiaoKe, and WanFengAoWei among others [4]. - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [4]. Economic Data Tracking - The manufacturing PMI for August 2025 was reported at 49.4%, indicating a slight increase, while the non-manufacturing business activity index rose to 50.3%, suggesting a stable economic outlook [21][23]. - The industrial producer price index showed a year-on-year decline of 2.9% in August, with a narrowing of the decline compared to previous months [23]. Key Industry Data Tracking - The machine tool industry reported a total revenue of 578.9 billion yuan for the first seven months of 2025, reflecting a year-on-year decrease of 1.0%, while metal cutting machine tools saw a growth of 13.3% [26]. - The export value of machine tools reached 131.8 billion USD, marking an increase of 8.1% year-on-year [26].

Core Viewpoint - The company, Demate Technology, has made significant progress in its global expansion by winning a major smart logistics project with a well-known e-commerce giant in Latin America, valued at approximately $40.87 million (around 290 million RMB) [1][2]. Group 1: Global Expansion and Business Development - The project won by the company is part of its core business operations and is expected to positively impact its financial performance if the contract is formally signed and executed successfully [2]. - Demate Technology has established a global sales network over the past decade, serving major clients such as Shein, Amazon, and others, with foreign sales revenue contributing significantly to its overall revenue [1][2]. - The company anticipates that its foreign sales revenue will account for over 20% of total revenue from 2022 to 2024, highlighting its importance as a growth driver [1][2]. Group 2: Research and Development Investment - The company has consistently prioritized research and development, with a total investment of 400 million RMB from 2020 to mid-2025, resulting in 61 core technologies and 706 patents and software copyrights [1][5]. - The annual compound growth rate (CAGR) of the company's revenue from 2020 to 2024 is 17.41%, indicating strong growth potential [4]. - As of mid-2025, the company's total assets reached 3.176 billion RMB, marking a year-on-year increase of 22.72% and setting a historical high [5]. Group 3: Financial Performance - The company's revenue grew from 767 million RMB in 2020 to 1.457 billion RMB in 2024, while net profit increased from 66 million RMB to 93 million RMB during the same period [4]. - In the first half of 2025, the company reported revenue of 780 million RMB, a year-on-year increase of 12.36%, although net profit slightly declined by 3.31% due to strategic investments in market expansion and R&D [4][5]. - The company's stock price has shown resilience, closing at 23.36 RMB per share on September 11, 2025, with a total market capitalization of 6.161 billion RMB and a year-to-date increase of 77.51% [5].

Core Viewpoint - Demar Technology Group Co., Ltd. has won a bid for a smart logistics project from a well-known e-commerce giant in Latin America, with a bid amount of approximately $40.87 million (around 290 million RMB) [2][4]. Summary by Relevant Sections - **Project Details and Amount**: The company has secured a smart logistics project that involves providing a smart logistics cross-belt sorting system and related services, with a total bid amount of $40.87 million (approximately 290 million RMB) [2][4]. - **Impact on Company Performance**: This project falls within the company's main business scope and signifies a solid step in its "globalization layout" process. If the formal contract is signed and executed smoothly, it is expected to have a positive impact on the company's operating performance during the contract execution period [2][4].

人民财讯9月11日电，企查查APP显示，近日，连云港斯克斯机器人科技有限公司发生工商变更，新增 德马科技等为股东，同时注册资本增至6440.22万元。企查查信息显示，该公司成立于2016年，法定代 表人为冯虎田，经营范围包含：通用零部件制造；汽车零部件及配件制造；智能机器人的研发；智能机 器人销售等。 ...